Plan Ledger DOL Form 5500 · updated monthly

Vt Services Inc.401(k)

VT GROUP U.S. RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Vt Services Inc. reported $399,259 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,562 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.243%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 174th-largest of 2,266 plans among Virginia employers on file, and the 911th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$175,959,859
Participants with balances2,118
Active participants1,336
Employer contributions$4,759,230
Employee contributions$10,712,561
Employer contribution per active participant$3,562
Average account balance$83,078
Benefits paid to participants$18,780,215
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$176.0M · 2,118 accts · $4.8M emplr
2023$152.5M · 2,121 accts · $4.2M emplr
2022$131.5M · 2,044 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$399,259
Total administrative$399,259
The Vt Services Inc. 401(k) match · 2024
Employer contribution per active participant$3,562
Median for plans this size$3,635
2024$3,562 per active participant
2023$3,166 per active participant
2022$2,836 per active participant

Vt Services Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$399,259
CITRIN COOPERMAN · Accounting / auditindirect comp
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$399,259 · 0.24%
2023$336,040 · 0.24%
2022$331,052 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Virginia
Rei Systems, Inc VA$185.5M · 0.03%
Pavion Corp. VA$184.0M · 0.12%
Sos International LLC VA$173.7M · 0.12%
Guidehouse Digital LLC VA$170.8M · 0.30%
Empower Ai VA$169.7M · 0.20%
Orano USA LLC VA$168.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203786363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.